In this webinar, we’ll introduce you to our latest feature: Relationship Maps. This powerful solution gives financial professionals like you a clearer, more comprehensive view of your clients' key relationships, helping you visualize not only family ties but also critical financial and personal connections.
Read MoreWe’re excited to announce two new features presently available for users, as well as three soon-to-be available tools.
Read MoreThis month we’re excited to announce a brand new experience, Relationship Maps - this game-changing solution doesn’t exist anywhere else in the industry and we’ll dig into just a few of the powerful ways you can use it! We’ve also got a few smaller updates to Beneficiary Maps as you can now view contingent beneficiaries and provide Client Portal access.
Read MoreIn this webinar, we shared ways to use Asset-Map's plug-and-play suite of marketing materials to enhance client comprehension of your recommended strategies, as well as tactics for introducing Asset-Map to prospects.
Read MoreJoin us for this month's webinar, where we’ll introduce you to our latest feature: Relationship Maps.
Read MoreWe’re thrilled to announce the agenda and benefactor partner for AdviceTech.LIVE 2024, our annual, virtual advisor technology showcase event.
Read MoreCheck out this special edition where Adam and Derek have a follow up conversation with the Father of Life Planning, George Kinder, who previously joined on Rethink Episode 15.
Read MoreWatch the replay of our joint webinar with Special Needs Map, where we discussed the importance of doing proper special needs estate planning for your clients.
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